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Off The Wall


Mar 10, 2022

Business owners: listen to this episode! Valuation expert Chris Anderson, Managing Director at Intrinsic, shares his expertise on valuing closely-held businesses for sale, succession planning, and gift and estate tax planning. He explains what a valuation is based on—and why what you think your business is worth may be different than reality. We then dive into when you need a valuation and what the process and end product look like. And listen to the end for Chris's take on how you should assess a valuation expert you're considering hiring.  

About Chris: https://www.intrinsicfirm.com/team-member/chris-anderson/

 

Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

 

Important Disclosures: https://monumentwealthmanagement.com/disclosures